AABEX Mutual Fund

NAV$11.11

Returns Overview

1 Month
+0.09%
3 Months
+4.99%
6 Months
+4.48%
YTD
+4.19%
1 Year
+10.22%
3 Years (annualized)
+9.14%
5 Years (annualized)
+3.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AABEX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.19%
Peer Avg (YTD)
+7.64%
vs Peers
-3.45%

AABEX Mutual Fund Performance

AABEX performance across multiple time periods: 1-month 0.09%, YTD 4.19%, 1-year 10.22%, 3-year 9.14%, 5-year 3.99%.

AABEX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

AABEX performance comparison shows side-by-side returns with another fund. AABEX alternatives are available in the Mutual Fund Screener.